Knowledge Base

TaxMingle gives clients control over their account settings, profile details, and security preferences. This guide walks you through updating your profile and setting up two-factor authentication (2FA) for enhanced security. 1. Accessing Account Settings To manage your profile or security settings: 2. Updating Your Profile Information To update your personal details: 3. Managing Security Settings […]

In TaxMingle, both CPAs and Clients can easily manage their account information through the Profile Settings section. This includes updating your name, email, and phone number. Step 1: Access Your Profile This will open the Profile page where you can view and manage your account details. Step 2: View Your Account Information On the Profile […]

In TaxMingle, the Settings section allows CPAs to manage personal account details, update security preferences, configure organization-level settings, and view or update billing plans — all from one central location. 1. Accessing the Settings To begin, click Settings in the left-hand sidebar of your TaxMingle dashboard.This will take you to a page with four main […]

Add Text, Sign, Insert Stamp, Add Date, Upload Image, and Add Signature Field The built-in PDF editing tools in TaxMingle allow CPAs to prepare documents quickly and professionally — all without leaving the platform. This guide walks you through how to use each available tool in the document toolbar. Open the PDF Editor: From your […]

This guide will help you upload tax documents, assign them to clients, and organize them into folders for better document management in TaxMingle. Step 1: Navigate to the Documents Tab From the left sidebar, click on Documents. Step 2: Click the Upload Button Click the Upload button at the top right or the Upload Document […]

TaxMingle allows CPAs to organize documents efficiently using folders and subfolders. Follow the steps below to create your own folder structure. Step 1: Navigate to the Folders Section From your left-hand sidebar, click on Folders to enter the document management view. Step 2: Click the “Create Folder” Button Click the Create Folder button. You can […]

TaxMingle makes it easy for CPAs to expand their workspace by inviting both clients and teammates (such as other CPAs or staff) to join their organization. Each invited user receives a secure registration link and gets linked to your account for smooth collaboration. Follow the steps below to send invitations using the Invitations feature: Step […]

Once logged in, clients are welcomed into a clean, secure dashboard that puts everything their CPA has shared — documents, messages, and updates — in one place. The interface is designed to make reviewing tax documents, staying informed, and communicating with your CPA easy and stress-free. Below is a guided overview of the key sections […]

After registering your account on TaxMingle, logging in is simple and secure. Follow the steps below to access your dashboard. Step 1: Open the Login Page Visit the official TaxMingle login page:👉 https://app.taxmingle.com/login You can also access this link from the welcome email you received during registration or from your CPA’s invitation. Step 2: Enter […]

If you’ve received an invitation to join a CPA organization on TaxMingle, follow these simple steps to accept and activate your account. Step 1: Check Your Email Look for an invitation email from TaxMingle with the subject line similar to “You’ve been invited to join a CPA organization on TaxMingle.”Click the secure invitation link provided […]